Forecast
Work
Track
Time
Get
Reports
Gain
Insights
Assign people to your projects, opportunities, & other standard or custom objects
Forecast hours per week using a spreadsheet-like interface complete with standard short cut keys, sorting, filtering, and customizable columns
See your peoples’ availability in realtime as you forecast through color coding
Toggle between daily, weekly, and monthly timeline views and add notes to your forecasted hours
View the forecast matrix in full page mode and navigate multi-year timelines
Auto-calculate: blended rate, total forecast hours, and total forecast revenue
Archive and control resource assignments manually or using automated Salesforce triggers and workflows
Track time using a spreadsheet-like interface
See only the projects that you’re working on
Sort your projects to make tracking even faster
Add notes to time entries quickly and effortlessly
New mobile time tracking interface allows you to easily input time on-the-go
View charts directly in your Salesforce page layout to visualize project health
Auto calculate total vs. remaining hours and revenue by week or by resource
Dashboard add-on includes 9 sample reports and lets you use the Salesforce report builder to slice and dice information as you need
Sample reports include: Forecast vs. actuals, Rate vs. target rate, Hours reports and Revenue reports
Manage key information such as target rate and utilization for individual people
Customize the page layout with the right information and custom fields you need for your people
See all the projects that an individual person is tracking time to
Use Salesforce security access and profile settings to control who see's what
With a few clicks, use the Quotes & Invoices add-on to create Salesforce quotes based on forecasted or tracked hours
Generate customized quotes and invoices and export a PDF or send as an email attachment